Portfolio Lightning Web Component - Admin Guide

    The Inspire Planner Portfolio Lightning web component is an upgrade of our former Portfolio Visualforce component. The upgraded user-interface will not only be more intuitive as it is aligned with the Lightning aesthetic that Salesforce users are now accustomed to, but will also drive better performance and support scalability.


    Please note the following:

    • You must be a Salesforce System Administrator to complete the steps below.
    • Users will need to adjust their viewing preferences for columns in the new Portfolio Lightning web component


    This help article will walk you through the necessary configurations to enable the Portfolio Lightning web component in your Salesforce org.




    Enable Apex Class Access

    If you have custom permission sets, you will need to modify them and enable access to Apex classes and fields related to this feature.


    You can skip this step if you are using the standard permission sets - Inspire Planner Standard User - v1.12 and Inspire Planner - Agile Project Management, since these apex classes and fields are already enabled.


    1. Click on the Gear Icon at the top right corner and go to Setup.

    2. Enter "Permission Set" in the Quick Find box and click on Permission Sets. Click on your custom permission set. The image below is just an example.

    3. Click on Apex Class Access.

    4. Click on Edit.

    5. Add the following Apex classes and click on Save.


    6. Next, still within the same permission set, go to Object Settings.

    7. Scroll through the list of objects and click on User Preferences. This is where Inspire Planner stores the user's viewing preferences for Portfolios. 

    8. Click on Edit.

    9. Enable Read and Edit Access for the LWC Settings. Then click on Save.

    10. If you have multiple custom permission sets, you will need to repeat the steps above for each permission set.



    Activate Portfolio Record Lightning Page

    There is an out-of-the-box Portfolio Record Lightning Page that comes with Inspire Planner which already contains the Portfolio Lightning Web Component. All you need to do is to activate this page.


    1. Click on the Gear Icon at the top right corner and go to Setup.

    2. Go to Object Manager.

    3. Enter "Portfolio" in the Quick Find box at the top right and click on Portfolio.

    4. Click on Lightning Record Pages. Then click on Portfolio Record Page.

    5. Click on View. The Portfolio Record Lightning Page will open onscreen. If you would like to make changes to the page, you will need to clone it first and then you will be able to edit the clone.

    6. Once you are ready to activate the Lighting Record page (whether you are using our out-of-the-box Portfolio Record page or a clone of it), click on Activation at the top right corner.

    7. The Portfolio Lightning Record page is already assigned as Org Default. Simply click on Close.


    Activate Trusted URLs

    The new Portfolio Lightning Web Component uses an upgraded print service for printing portfolios. You will need to activate the Trusted URLs for Inspire Planner. Please see Activate Trusted URLs for instructions.



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